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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Joe Antol who wrote (18574)	11/19/1997 10:30:00 PM
From: George Papadopoulos	Respond to of 42771

"If he could push a button that would escalate the pace of anything at Novell, Major says it would be BorderManager-"which smells to me like resource sharing smelled 15 years ago. Everyone needs it, but they just don't know that they need it yet. I see the same thing happening with this that I saw happen with NetWare. We had a vision and added new functionality on it for10 years." With Stitz's marketing team looks like hardly anyone will know that they need it. If they did, the salesmen probably couldn't sell it... "Novell is fun again," Major said after working until 3 a.m. the previous night."We've started building new things, instead of fixing things." I am getting tired of building great stuff, I want to see some F@$*&$# Sales! "I Can't wait 2 to 3 more years DJ. I hope they can do it." One year down, 2 to go. At least I got to stay true to at least one aspect of my investing style with this company<g> Thanks for the article. George P.S.It will be our first baby, very soon.

To: Joe Antol who wrote (18574)	11/19/1997 11:42:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 42771

Novell's Schmidt: Java Will Replace C, C++ (11/19/97; 8:00 p.m. EST) By Steven Burke, Computer Reseller News From the article: "...LAS VEGAS -- Novell CEO Eric Schmidt predicted that Java will replace C and C++ as the dominant computer language..." "...Schmidt said Novell is putting huge resources into staking out the No. 1 position as a mid-tier Java applications server vendor..." techweb.com ====================================================================== I took a position in SUNW as my investment in JAVA....I didn't know I was getting this with Novell too. I like Sun's management better than Novell's. Sun has shown they can deliver BOTH new products and top line revenue growth. I am still waiting for this from Novell. It seems like every time I hear our CEO talk, he keeps pushing out his time period for growing revenues. Now it appears that "his" time period for 'significant' growth in revenues is THREE YEARS!! I think Paul was right that eventually when the dust settels, NOVEL will be a much smaller company servicing the high end "enterprise" server and networking market. Dodn't expect any earnings surprises on Tuesday, this investor isn't. EKS